Unlock Smarter Giving with Donor-Advised Funds
Give your clients the most tax-effective and strategic way to support the causes they care about—while growing your value as a trusted advisor.
What is a Donor Advised Fund?
A Donor Advised Fund (DAF) is a philanthropic giving vehicle that allows clients to make a charitable contribution, receive an immediate tax benefit, and recommend grants to charities over time.
Why Should Wealth Advisors Care About DAFs?
DAFs are now the fastest-growing charitable giving vehicle in the world, outpacing private foundations and traditional endowments. It's something that advisors can't afford to ignore.
Donor-Advised Funds (DAFs) aren’t just a tool for charitable giving—they’re an opportunity to deepen your client relationships, offer real tax-saving strategies, and differentiate your practice in a crowded market.
Clients are looking for ways to give back. They want impact, flexibility, and simplicity. By recommending a DAF, you give them all three. Plus, you position yourself as a forward-thinking advisor who understands not just wealth—but values.
Why Wealth Advisors Choose DAFs
Immediate Tax Benefits
Clients receive an immediate tax deduction when contributing to a DAF, even if the funds are granted later.
Streamlined Giving
One donation, many grants—no more juggling receipts or compliance headaches.
Legacy Planning
DAFs are an ideal vehicle for estate and intergenerational philanthropy planning.
Investment Growth
Contributed assets can be invested, allowing funds to grow tax-free until granted to charity.
Flexible and Strategic
DAFs give clients the ability to support multiple charities at their own pace and strategy.
Managed Assets
The charitable assets stay under your management, maintaining or increasing your fees.
Partner with GivingTech
We handle the back-office administration so you can focus on serving your clients. Our DAF platform is modern, customizable, and scalable - built for high-net-worth individuals, foundations, and family offices.
Create your Donor Advised Fund
Create your DAF account right now, for yourself or for your client.
Create a Donor Advised Fund online right now by selecting the country from which you'd like a tax-deductible donation:
United States,
Canada,
United Kingdom,
Israel
If you're creating an account for a client, enter the client's details. Once the account is created,
you'll be able to add yourself as a full user of the account.
Make an online deposit, by credit card, Paypal, online ACH, EFT, or e-check.
All contributions are tax-deductible. Donate stocks or securities to save on capital gains taxes.
Make annual contributions before the end of the tax year, potentially targeting highly appreciated securities or concentrated positions.
Plan ahead when you foresee unusual taxable events to minimize taxable income and capital gains.
For illiquid assets (like art, real-estate, privately held securities), please contact us.
As an advisor, you can create a plan with your client on how to use their DAF account as part of their overall wealth management and financial planning. You or your client can invest your DAF assets according to your preferences and values. When you're ready, you can donate funds to any charity in the world, right through your account.